Problem ID:
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1440
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Start Date:
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3/24/2007 8:15:00 PM
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Close Date:
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5/22/2013 2:58:00 PM
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Category:
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Address Manager
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Can I import my addresses from Excel into Address Manager?
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Yes, you can export your addresses from Excel and then import them into StatTrak Address Manager. Here are the detailed instructions:
Instructions for converting an Excel document to CSV and importing that file into Address Manager
1. Address Manager has the ability to import data from a Comma Separated or Comma Delimited .CSV file. 2. Excel documents can be saved as a csv file and then imported into Address Manager. 3. To save an Excel document as a CSV file, open the Excel document and choose File->Save As. 4. A dialog box will display. You can enter in a new name for this document or leave the name as it is. 5. Find the Save as Type drop down box and click the down arrow for it. 6. Select CSV as the file type. 7. Save the file to a location you can easily find, maybe your documents folder. Click Save. 8. You may receive a warning about compatibility, click Yes. 9. Close Excel, another message may display, click No.
Instructions for importing a csv file into Address Manager
1. Start StatTrak Address Manager and select Import Names and Addresses from the Tools menu 2. The Import box will display, choose Comma Delimited File 3. Click the Browse button 4. A Browse for Files window will display, navigate to the directory the file is located in. 5. Click to select the file and then click Open. 6. Back on the Import window click Import. 7. A Comma Delimited Import screen will display 8. Put a check mark in Skip 1st Row to skip the heading row 9. Above each column is a Click to Assign button, use this to assign each column of data to a field in Address Manager. Click on Click to Assign and pick the field from the list which corresponds to the data in that column and click OK. You will see that Click to Assign will change to the field name that you had chosen. ***Assign the Last Name column to both the Last Name field and the List By field, so after you choose Last Name, click on where it used to say Click to Assign and then click on List By. Above the column it will then show Last Name (List By).*** 10. After assigning all the columns, click Import. 11. Address Manager will check for duplicates and display a warning if it finds any, choose to add new, replace or skip.
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